As life becomes more successful, finances often become more complicated. You may have an excellent CPA, investment adviser and attorney—yet no single person is responsible for keeping the entire financial picture organized and coordinated.
Hill Country Family Financial Services provides Personal Family CFO services for individuals and families who want greater organization, oversight and continuity in their financial lives.
Personal service at your home, by phone, or by video conference throughout the Texas Hill Country.
One Person Seeing the Whole Picture
Most families already have professionals handling individual parts of their financial lives. The CPA handles taxes. The attorney handles legal matters. The investment adviser manages investments. The insurance professional handles insurance.
But who is responsible for making sure everything stays organized and coordinated?
Hill Country Family Financial Services serves as your Personal Family CFO—helping organize the entire financial picture, track important responsibilities and coordinate with the professionals you already trust.
What We Help You Manage
Financial Organization & Reporting
A clear, consolidated view of your accounts, assets, liabilities, cash flow and important financial responsibilities.
Bill Paying & Banking
Help organizing or pay bills, recurring payments, bank accounts and household financial obligations so important items don’t get overlooked.
Tax Coordination
Organize tax information, track important deadlines and coordinate with your CPA so the information they need is readily available.
Investment Coordination
Consolidate investment information and help coordinate with your investment adviser while keeping investment decisions and portfolio management with your licensed adviser.
Trusts, Estate & Family Continuity
Organize trusts, estate documents, beneficiaries and important contacts so your spouse or family knows what to do and whom to contact when needed.
Insurance & Property
Maintain an organized record of insurance policies, renewals, real estate and other important property-related financial information.
LLCs & Business Interests
Keep business entities, ownership records, important documents, deadlines and financial information organized and accessible.
Family Financial Administration
Help coordinate family support, gifts, trust distributions, important financial documents and other ongoing family financial responsibilities.
Experience You Can rely On
Pierre Riettini, MBA, brings a background in engineering, entrepreneurship, business ownership and management to helping families organize complex financial affairs.
After decades of owning and operating a successful business, Pierre understands firsthand the challenge of coordinating banking, investments, taxes, insurance, real estate, business interests, trusts and estate matters with multiple professional advisers.
Following the sale of his business, Pierre founded Hill Country Family Financial Services to provide families with something that is often missing: one trusted person focused on keeping the entire financial picture organized, coordinated and moving forward.
A small, personal practice. Hill Country Family Financial Services intentionally serves a limited number of families, allowing Pierre to provide direct, personal attention—including meetings at your home when convenient.
Who We Help
Hill Country Family Financial Services is designed for individuals and families whose financial lives have become too complex to manage comfortably on their own.
Business Owners & Former Business Owners
Families managing the transition from business ownership to retirement, investments and a more personal financial structure.
Retirees
Individuals and couples who want their accounts, income, taxes, insurance, estate documents and financial responsibilities organized in one place.
Families With Multiple Advisers
Families who already have a CPA, attorney and investment adviser but need someone to help coordinate the entire picture.
Couples Planning for the Future
Especially when one spouse has traditionally handled most of the family’s financial responsibilities.
Widows & Widowers
Personal assistance organizing financial matters and coordinating with trusted professional advisers during a major life transition.
Families With Complex Financial Affairs
Families with trusts, LLCs, real estate, multiple accounts, insurance policies and other financial responsibilities that require ongoing organization.
You don’t need another financial adviser. You may simply need someone making sure all the pieces work together.
Family Financial Continuity
If something happened to you tomorrow, would your spouse or family know where everything is, what needs attention and whom to call?
Hill Country Family Financial Services helps create and maintain an organized financial roadmap for your family—including accounts, properties, business interests, insurance, trusts, estate documents, important contacts and professional advisers.
The goal is simple: make sure important financial information is organized and accessible so your family is not left trying to piece everything together during a difficult time.
Organization today. Confidence for your family tomorrow.
Let’s Talk About Your Financial Life
A private introductory conversation is an opportunity to discuss how your financial affairs are currently organized, what responsibilities take the most time, and where greater coordination could make life easier.
There is no obligation. The first step is simply determining whether Hill Country Family Financial Services is a good fit for your family.